Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 15, 2016

Total Value ($000): $146,972 (100.0% shares, 0.0% debt)

Holdings (294)

IVW ISHARES S&P 500 GROWTH 8.0%
Value ($000) $11,712 Shares 101,054 Est. Cost $107.84 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 4.9%
Value ($000) $7,226 Shares 44,438 Est. Cost $151.54 Unrealized
MSFT MICROSOFT CORP 3.7%
Value ($000) $5,504 Shares 99,676 Est. Cost $33.78 Unrealized +36.4%
MMM 3M CO 3.3%
Value ($000) $4,922 Shares 29,539 Est. Cost $92.08 Unrealized +0.7%
GGG GRACO INC. 2.0%
Value ($000) $2,904 Shares 34,587 Est. Cost $21.90 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 1.9%
Value ($000) $2,835 Shares 15,036 Est. Cost $181.36 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $2,785 Shares 25,552 Est. Cost $19.94 Unrealized +13.1%
HD HOME DEPOT INC COM 1.7%
Value ($000) $2,477 Shares 18,562 Est. Cost $73.25 Unrealized +34.3%
DHR DANAHER CORP DEL COM 1.7%
Value ($000) $2,475 Shares 26,088 Est. Cost $29.81 Unrealized +22.3%
IBM INTERNATIONAL BUSINESS MACH 1.7%
Value ($000) $2,461 Shares 16,252 Est. Cost $98.48 Unrealized -14.6%
PEP PEPSICO INC 1.7%
Value ($000) $2,433 Shares 23,742 Est. Cost $58.17 Unrealized +25.9%
DIS WALT DISNEY CO 1.7%
Value ($000) $2,432 Shares 24,487 Est. Cost $61.82 Unrealized +43.9%
TRV THE TRAVELERS CO INC 1.6%
Value ($000) $2,378 Shares 20,376 Est. Cost $87.68 Unrealized +0.2%
CVS CVS HEALTHCARE CORPORATION 1.6%
Value ($000) $2,364 Shares 22,792 Est. Cost $46.83 Unrealized +54.6%
ORCL ORACLE CORP COM 1.6%
Value ($000) $2,361 Shares 57,734 Est. Cost $29.27 Unrealized +9.1%
XLU UTILITIES SELECT SECTOR SPDRFUND 1.6%
Value ($000) $2,352 Shares 47,407 Est. Cost $38.07 Unrealized
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $2,346 Shares 18,204 Est. Cost $59.15 Unrealized +70.6%
T AT&T INC 1.5%
Value ($000) $2,266 Shares 57,858 Est. Cost $11.24 Unrealized +23.1%
EMC CORP 1.5%
Value ($000) $2,257 Shares 84,735 Est. Cost $25.20 Unrealized
PG PROCTER & GAMBLE CO COM 1.5%
Value ($000) $2,214 Shares 26,900 Est. Cost $58.04 Unrealized +6.2%
ISHARES S&P MIDCAP 400 GROWTH 1.5%
Value ($000) $2,167 Shares 13,324 Est. Cost $152.51 Unrealized
CVX CHEVRON CORPORATION 1.5%
Value ($000) $2,146 Shares 22,496 Est. Cost $68.20 Unrealized -15.8%
SYK STRYKER CORP 1.4%
Value ($000) $2,118 Shares 19,742 Est. Cost $63.42 Unrealized +39.0%
CSCO CISCO SYSTEMS INC 1.4%
Value ($000) $2,104 Shares 73,926 Est. Cost $15.34 Unrealized +23.5%
CMCSA COMCAST CORP NEW CL A 1.4%
Value ($000) $2,034 Shares 33,298 Est. Cost $18.50 Unrealized +23.0%
WFC WELLS FARGO & CO 1.4%
Value ($000) $2,007 Shares 41,494 Est. Cost $31.40 Unrealized +18.2%
TJX TJX COMPANIES INC 1.4%
Value ($000) $1,988 Shares 25,375 Est. Cost $25.72 Unrealized +22.9%
PFE PFIZER INC COM 1.3%
Value ($000) $1,966 Shares 66,356 Est. Cost $17.63 Unrealized +5.9%
MDT MEDTRONIC PLC NPV 1.3%
Value ($000) $1,841 Shares 24,548 Est. Cost $58.13 Unrealized +1.3%
VFC VF CORPORATION 1.2%
Value ($000) $1,826 Shares 28,202 Est. Cost $53.00 Unrealized +9.6%
BLACKROCK, INC 1.2%
Value ($000) $1,806 Shares 5,303 Est. Cost $316.11 Unrealized
INTC INTEL CORP COM 1.2%
Value ($000) $1,757 Shares 54,337 Est. Cost $17.92 Unrealized +36.1%
PNC PNC FINANCIAL SERVICES GROUP 1.2%
Value ($000) $1,748 Shares 20,673 Est. Cost $52.65 Unrealized +17.7%
XBI SPDR S&P BIOTECH ETF 1.2%
Value ($000) $1,734 Shares 33,577 Est. Cost $84.90 Unrealized
CB CHUBB LIMITED 1.2%
Value ($000) $1,712 Shares 14,367 Est. Cost $96.06 Unrealized 0.0%
DJP IPATH BLOOMBERG COMMODITY INDEX TR ETN 1.1%
Value ($000) $1,675 Shares 77,887 Est. Cost $21.91 Unrealized
QCOM QUALCOMM INC COM 1.1%
Value ($000) $1,672 Shares 32,700 Est. Cost $50.75 Unrealized -27.3%
UPS UNITED PARCEL SERVICE INC CL B 1.1%
Value ($000) $1,641 Shares 15,563 Est. Cost $64.62 Unrealized +4.8%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 1.0%
Value ($000) $1,522 Shares 130,780 Est. Cost $10.17 Unrealized
NVS NOVARTIS AG 1.0%
Value ($000) $1,465 Shares 20,224 Est. Cost $80.67 Unrealized
ACN ACCENTURE PLC F 1.0%
Value ($000) $1,461 Shares 12,664 Est. Cost $62.30 Unrealized +40.8%
SCHW CHARLES SCHWAB CORP 1.0%
Value ($000) $1,426 Shares 50,910 Est. Cost $21.07 Unrealized +10.6%
MET METLIFE INC 1.0%
Value ($000) $1,402 Shares 31,925 Est. Cost $30.40 Unrealized -12.0%
GENERAL ELECTRIC CO COM 0.9%
Value ($000) $1,342 Shares 42,204 Est. Cost $27.68 Unrealized
UNP UNION PACIFIC CORP 0.9%
Value ($000) $1,287 Shares 16,175 Est. Cost $67.43 Unrealized -8.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.9%
Value ($000) $1,276 Shares 31,826 Est. Cost $25.62 Unrealized +26.5%
AMT AMERICAN TOWER REIT INC 0.9%
Value ($000) $1,254 Shares 12,246 Est. Cost $62.73 Unrealized +16.6%
APD AIR PRODUCTS & CHEMICALS INC 0.8%
Value ($000) $1,245 Shares 8,646 Est. Cost $76.21 Unrealized +24.3%
ETN EATON CORP PLC 0.8%
Value ($000) $1,233 Shares 19,703 Est. Cost $53.10 Unrealized -16.7%
ABBV ABBVIE INC 0.8%
Value ($000) $1,216 Shares 21,294 Est. Cost $30.64 Unrealized +21.1%
V VISA INC 0.8%
Value ($000) $1,180 Shares 15,434 Est. Cost $65.94 Unrealized +2.8%
ISHARES GOLD TRUST 0.8%
Value ($000) $1,133 Shares 95,393 Est. Cost $11.42 Unrealized
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS TR SER 1 0.7%
Value ($000) $1,052 Shares 5,121 Est. Cost $185.51 Unrealized
USB US BANCORP 0.7%
Value ($000) $1,037 Shares 25,554 Est. Cost $27.81 Unrealized -0.1%
GHC GRAHAM HOLDINGS CO-CLASS B 0.7%
Value ($000) $960 Shares 2,000 Est. Cost $431.34 Unrealized 0.0%
BB&T CORPORATION 0.6%
Value ($000) $950 Shares 28,556 Est. Cost $35.60 Unrealized
UNITED TECHNOLOGIES CORP COM 0.6%
Value ($000) $939 Shares 9,377 Est. Cost $112.59 Unrealized
CABO CABLE ONE, INC 0.6%
Value ($000) $874 Shares 2,000 Est. Cost $378.92 Unrealized 0.0%
ECL ECOLAB INC COM 0.6%
Value ($000) $845 Shares 7,577 Est. Cost $97.59 Unrealized -2.3%
SU SUNCOR ENERGY INC 0.6%
Value ($000) $837 Shares 30,116 Est. Cost $22.94 Unrealized -25.8%
PYPL PAYPAL HOLDINGS INC 0.5%
Value ($000) $798 Shares 20,688 Est. Cost $35.85 Unrealized +0.5%
BAKER HUGHES INC COM 0.5%
Value ($000) $740 Shares 16,886 Est. Cost $54.98 Unrealized
VLO VALERO ENERGY CORP 0.5%
Value ($000) $665 Shares 10,368 Est. Cost $27.03 Unrealized +58.6%
VNQ VANGUARD REIT ETF 0.4%
Value ($000) $606 Shares 7,233 Est. Cost $66.00 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $550 Shares 6,576 Est. Cost $53.91 Unrealized -3.6%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $550 Shares 5,079 Est. Cost $72.05 Unrealized +9.3%
NVO NOVO-NORDISK A S ADR 0.3%
Value ($000) $471 Shares 8,700 Est. Cost $54.78 Unrealized
WMB WILLIAMS COS INC 0.3%
Value ($000) $464 Shares 28,915 Est. Cost $9.91 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $461 Shares 8,525 Est. Cost $29.33 Unrealized +2.4%
BA BOEING CO 0.3%
Value ($000) $438 Shares 3,452 Est. Cost $115.54 Unrealized -3.2%
GUGGENHEIM SOLAR ETF 0.3%
Value ($000) $432 Shares 19,074 Est. Cost $34.07 Unrealized
VB VANGUARD SMALL CAP ETF 0.3%
Value ($000) $410 Shares 3,675 Est. Cost $110.06 Unrealized
VO VANGUARD MID-CAP ETF 0.3%
Value ($000) $397 Shares 3,275 Est. Cost $109.93 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $396 Shares 6,632 Est. Cost $40.84 Unrealized +16.1%
WM WASTE MANAGEMENT (NEW) 0.2%
Value ($000) $332 Shares 5,627 Est. Cost $45.45 Unrealized +1.1%
VGK VANGUARD FTSE EUROPE ETF 0.2%
Value ($000) $307 Shares 6,325 Est. Cost $58.77 Unrealized
MRK MERCK & CO INC NEW 0.2%
Value ($000) $307 Shares 5,810 Est. Cost $37.46 Unrealized -3.8%
VWO ETF VANGUARD EMERGING MKTS 0.2%
Value ($000) $303 Shares 8,752 Est. Cost $41.17 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $295 Shares 1,872 Est. Cost $99.88 Unrealized +27.9%
MDY SPDR S&P MIDCAP 400 ETF TRST 0.2%
Value ($000) $252 Shares 959 Est. Cost $245.16 Unrealized
SHW SHERWIN-WILLIAMS COMPANY 0.1%
Value ($000) $220 Shares 774 Est. Cost $54.58 Unrealized +46.3%
VPL VANGUARD PACIFIC ETF 0.1%
Value ($000) $196 Shares 3,550 Est. Cost $61.41 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $191 Shares 1,346 Est. Cost $120.91 Unrealized +9.7%
ESTERLINE TECHNOLOGIES CORP 0.1%
Value ($000) $186 Shares 2,904 Est. Cost $102.00 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $171 Shares 1,140 Est. Cost $82.51 Unrealized +34.3%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $139 Shares 2,171 Est. Cost $39.47 Unrealized +13.5%
IWR ISHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $138 Shares 850 Est. Cost $172.94 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $121 Shares 2,608 Est. Cost $27.02 Unrealized +17.9%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $118 Shares 1,056 Est. Cost $62.49 Unrealized +22.2%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $116 Shares 1,963 Est. Cost $43.09 Unrealized +4.1%
LLY LILLY ELI & CO 0.1%
Value ($000) $115 Shares 1,602 Est. Cost $60.92 Unrealized +5.0%
WY WEYERHAEUSER CO 0.1%
Value ($000) $114 Shares 3,681 Est. Cost $18.53 Unrealized -2.1%
YUM YUM! BRANDS INC 0.1%
Value ($000) $113 Shares 1,378 Est. Cost $40.89 Unrealized +7.1%
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.1%
Value ($000) $110 Shares 2,809 Est. Cost $39.09 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $107 Shares 1,700 Est. Cost $42.34 Unrealized +21.7%
BIIB BIOGEN, INC 0.1%
Value ($000) $104 Shares 400 Est. Cost $261.90 Unrealized +0.9%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $104 Shares 1,235 Est. Cost $84.85 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $103 Shares 1,280 Est. Cost $46.09 Unrealized +9.5%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $99 Shares 500 Est. Cost $118.31 Unrealized +26.8%
EL ESTEE LAUDER COMPANY 0.1%
Value ($000) $94 Shares 1,000 Est. Cost $62.14 Unrealized +26.4%
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $91 Shares 826 Est. Cost $124.67 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $90 Shares 1,226 Est. Cost $67.80 Unrealized -21.6%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $90 Shares 2,432 Est. Cost $24.41 Unrealized +15.4%
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.1%
Value ($000) $90 Shares 723 Est. Cost $116.18 Unrealized
WALT DISNEY CO 0.1%
Value ($000) $86 Shares 865 Est. Cost $76.48 Unrealized
MICROSOFT CORP 0.1%
Value ($000) $85 Shares 1,547 Est. Cost $37.11 Unrealized
UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $83 Shares 1,666 Est. Cost $37.72 Unrealized
CHEVRON CORPORATION 0.1%
Value ($000) $82 Shares 863 Est. Cost $116.41 Unrealized
NKE NIKE INC CLASS B 0.1%
Value ($000) $82 Shares 1,342 Est. Cost $49.06 Unrealized +8.4%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $81 Shares 1,152 Est. Cost $49.68 Unrealized +6.4%
EXPRESS SCRIPTS HOLDING CO 0.1%
Value ($000) $80 Shares 1,171 Est. Cost $78.94 Unrealized
PATTERSON COS INC 0.1%
Value ($000) $79 Shares 1,700 Est. Cost $41.00 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $79 Shares 750 Est. Cost $60.23 Unrealized +24.7%
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $79 Shares 103 Est. Cost $36.64 Unrealized -0.3%
DANAHER CORP DEL 0.1%
Value ($000) $78 Shares 822 Est. Cost $77.49 Unrealized
PEPSICO INC 0.1%
Value ($000) $78 Shares 759 Est. Cost $83.89 Unrealized
GOOG ALPHABET INC CLASS C 0.1%
Value ($000) $77 Shares 103 Est. Cost $35.58 Unrealized -0.1%
ACCENTURE PLC F 0.1%
Value ($000) $77 Shares 669 Est. Cost $83.22 Unrealized
EFA ISHARES MSCI EAFE INDEX FUND 0.1%
Value ($000) $77 Shares 1,350 Est. Cost $66.84 Unrealized
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $76 Shares 1,600 Est. Cost $38.93 Unrealized +6.4%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $75 Shares 800 Est. Cost $78.03 Unrealized +11.1%
SO SOUTHERN CO 0.0%
Value ($000) $73 Shares 1,420 Est. Cost $24.56 Unrealized +31.2%
KLAC KLA-TENCOR CORP COM 0.0%
Value ($000) $73 Shares 1,000 Est. Cost $39.78 Unrealized +42.2%
ORACLE CORP 0.0%
Value ($000) $72 Shares 1,750 Est. Cost $38.28 Unrealized
AT&T INC 0.0%
Value ($000) $72 Shares 1,850 Est. Cost $35.30 Unrealized
POWERSHARES QQQ TRUST SER ETF 0.0%
Value ($000) $70 Shares 641 Est. Cost $106.56 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $68 Shares 1,004 Est. Cost $69.98 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $68 Shares 1,106 Est. Cost $51.67 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $67 Shares 1,393 Est. Cost $46.29 Unrealized
WPX ENERGY INC. 0.0%
Value ($000) $67 Shares 9,638 Est. Cost $6.95 Unrealized
WAT WATERS CORPORATION 0.0%
Value ($000) $66 Shares 500 Est. Cost $108.40 Unrealized +15.1%
CMI CUMMINS, INC. 0.0%
Value ($000) $66 Shares 600 Est. Cost $96.30 Unrealized -23.0%
WHOLE FOODS MARKET INC 0.0%
Value ($000) $64 Shares 2,050 Est. Cost $57.70 Unrealized
VF CORPORATION 0.0%
Value ($000) $64 Shares 989 Est. Cost $62.30 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $63 Shares 834 Est. Cost $46.34 Unrealized +27.1%
BLACKROCK, INC 0.0%
Value ($000) $63 Shares 184 Est. Cost $316.38 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $63 Shares 400 Est. Cost $131.89 Unrealized -4.3%
PROCTOR & GAMBLE CO 0.0%
Value ($000) $62 Shares 755 Est. Cost $81.20 Unrealized
PFIZER INC 0.0%
Value ($000) $62 Shares 2,094 Est. Cost $30.44 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $62 Shares 1,125 Est. Cost $24.01 Unrealized -3.0%
STRYKER CORP 0.0%
Value ($000) $61 Shares 568 Est. Cost $74.68 Unrealized
CISCO SYSTEMS INC 0.0%
Value ($000) $60 Shares 2,098 Est. Cost $22.48 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $60 Shares 605 Est. Cost $86.40 Unrealized
MOS MOSAIC CO/THE 0.0%
Value ($000) $60 Shares 2,205 Est. Cost $21.61 Unrealized 0.0%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $60 Shares 1,859 Est. Cost $34.04 Unrealized -13.8%
EMC CORP 0.0%
Value ($000) $60 Shares 2,271 Est. Cost $25.15 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $60 Shares 1,158 Est. Cost $84.77 Unrealized
INTEL CORP COM 0.0%
Value ($000) $58 Shares 1,790 Est. Cost $25.73 Unrealized
NOVARTIS AG 0.0%
Value ($000) $58 Shares 807 Est. Cost $80.17 Unrealized
DU PONT (E.I.) DE NEMOURS 0.0%
Value ($000) $57 Shares 896 Est. Cost $64.73 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $56 Shares 500 Est. Cost $95.60 Unrealized -10.1%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $53.00 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $55 Shares 1,175 Est. Cost $24.38 Unrealized +36.9%
CHARLES SCHWAB CORP 0.0%
Value ($000) $55 Shares 1,949 Est. Cost $26.13 Unrealized
DE DEERE & CO. 0.0%
Value ($000) $54 Shares 700 Est. Cost $67.46 Unrealized -1.7%
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $54 Shares 510 Est. Cost $104.60 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $54 Shares 1,600 Est. Cost $38.36 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $53 Shares 400 Est. Cost $106.81 Unrealized 0.0%
CAKE THE CHEESECAKE FACTORY INC 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $36.85 Unrealized +9.0%
QUALCOMM INC COM 0.0%
Value ($000) $53 Shares 1,033 Est. Cost $74.67 Unrealized
BIV VANGUARD INTERMEDIATE-TERM B 0.0%
Value ($000) $50 Shares 585 Est. Cost $82.05 Unrealized
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $49 Shares 837 Est. Cost $35.90 Unrealized +8.2%
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $35.69 Unrealized +13.2%
DOW CHEMICAL CO 0.0%
Value ($000) $48 Shares 936 Est. Cost $51.28 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $38.31 Unrealized -15.4%
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $47 Shares 323 Est. Cost $112.70 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $46 Shares 340 Est. Cost $94.95 Unrealized +27.8%
AMZN AMAZON COM INC COM 0.0%
Value ($000) $45 Shares 75 Est. Cost $17.98 Unrealized +57.8%
DOV DOVER CORP 0.0%
Value ($000) $45 Shares 700 Est. Cost $49.28 Unrealized -16.9%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $44 Shares 444 Est. Cost $114.01 Unrealized
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $43 Shares 566 Est. Cost $34.98 Unrealized +42.3%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $42 Shares 279 Est. Cost $186.48 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $53.96 Unrealized -24.7%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $40 Shares 283 Est. Cost $95.60 Unrealized +36.3%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $40 Shares 485 Est. Cost $65.71 Unrealized -6.3%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $47.00 Unrealized
CELGENE CORP 0.0%
Value ($000) $38 Shares 378 Est. Cost $103.68 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $38 Shares 1,200 Est. Cost $27.88 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $37 Shares 1,500 Est. Cost $42.00 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $37 Shares 2,000 Est. Cost $15.23 Unrealized -0.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $37 Shares 400 Est. Cost $55.92 Unrealized +13.5%
CAG CONAGRA FOODS INC. 0.0%
Value ($000) $36 Shares 800 Est. Cost $16.58 Unrealized +38.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $36 Shares 439 Est. Cost $77.48 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $36 Shares 891 Est. Cost $53.83 Unrealized -47.8%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $35 Shares 421 Est. Cost $80.76 Unrealized
BAKER HUGHES INC 0.0%
Value ($000) $35 Shares 804 Est. Cost $54.85 Unrealized
BED BATH & BEYOND INC 0.0%
Value ($000) $35 Shares 700 Est. Cost $80.00 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $34 Shares 476 Est. Cost $51.50 Unrealized -13.0%
INDIA FUND INC 0.0%
Value ($000) $33 Shares 1,425 Est. Cost $20.35 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $32 Shares 500 Est. Cost $28.53 Unrealized +50.8%
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $16.87 Unrealized -8.6%
SPECTRA ENERGY CORPORATION 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $36.00 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $80.00 Unrealized
LCUT LIFETIME BRANDS INC 0.0%
Value ($000) $30 Shares 2,000 Est. Cost $12.05 Unrealized -16.5%
TTEK TETRA TECH, INC 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $5.40 Unrealized -1.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $30 Shares 199 Est. Cost $85.77 Unrealized +42.5%
GIS GENERAL MILLS 0.0%
Value ($000) $30 Shares 471 Est. Cost $33.78 Unrealized +22.0%
STT STATE STREET CORP 0.0%
Value ($000) $29 Shares 500 Est. Cost $50.63 Unrealized -15.8%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $29 Shares 2,124 Est. Cost $13.11 Unrealized -17.2%
CLX CLOROX CO 0.0%
Value ($000) $29 Shares 232 Est. Cost $63.81 Unrealized +50.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $26 Shares 410 Est. Cost $17.15 Unrealized +81.3%
JOHNSON CTLS INC COM 0.0%
Value ($000) $26 Shares 662 Est. Cost $49.08 Unrealized
ST JUDE MEDICAL INC 0.0%
Value ($000) $25 Shares 446 Est. Cost $60.54 Unrealized
RAYTHEON CO 0.0%
Value ($000) $25 Shares 202 Est. Cost $90.18 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $24 Shares 505 Est. Cost $26.85 Unrealized +42.9%
POLYCOM 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $11.00 Unrealized
IEF ISHARES 7-10 YR TREAS BD 0.0%
Value ($000) $20 Shares 177 Est. Cost $107.34 Unrealized
DEO DIAGEO PLC-SPON ADR 0.0%
Value ($000) $20 Shares 190 Est. Cost $129.09 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $20 Shares 1,096 Est. Cost $22.45 Unrealized -55.7%
ABT ABBOTT LABS COM 0.0%
Value ($000) $20 Shares 481 Est. Cost $34.24 Unrealized -3.6%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $20 Shares 294 Est. Cost $32.75 Unrealized +64.4%
PCH POTLATCH CORPORATION 0.0%
Value ($000) $19 Shares 605 Est. Cost $31.40 Unrealized
SPSB SPDR BARCLAYS SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 619 Est. Cost $30.69 Unrealized
ANADARKO PETE CORP COM 0.0%
Value ($000) $19 Shares 400 Est. Cost $85.00 Unrealized
WILLIAMS PARTNER LP NEW 0.0%
Value ($000) $18 Shares 866 Est. Cost $49.65 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $18 Shares 200 Est. Cost $12.05 Unrealized +22.2%
GLNG GOLAR LNG LTD 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $28.47 Unrealized -48.1%
VNQI VANGUARD GLOBAL EX - U.S. REAL ESTATE ETF 0.0%
Value ($000) $18 Shares 328 Est. Cost $54.88 Unrealized
PRICELINE GROUP INC. 0.0%
Value ($000) $18 Shares 14 Est. Cost $1142.86 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $17 Shares 177 Est. Cost $101.69 Unrealized
CHINA MOBILE LTD-SPN ADR 0.0%
Value ($000) $17 Shares 300 Est. Cost $56.67 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE 0.0%
Value ($000) $16 Shares 229 Est. Cost $69.87 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $16 Shares 200 Est. Cost $66.28 Unrealized 0.0%
RR DONNELLEY & SONS CO 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $20.00 Unrealized
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $16 Shares 125 Est. Cost $104.00 Unrealized
SDY SPRD S&P DIVIDEND ETF 0.0%
Value ($000) $15 Shares 184 Est. Cost $76.09 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $15 Shares 450 Est. Cost $44.57 Unrealized -31.8%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $14 Shares 149 Est. Cost $93.96 Unrealized
SANDISK CORPORATION 0.0%
Value ($000) $13 Shares 170 Est. Cost $86.73 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $13 Shares 131 Est. Cost $48.03 Unrealized +16.3%
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $13 Shares 700 Est. Cost $16.47 Unrealized -37.9%
COLUMBIA PIPELINE GROUP, INC 0.0%
Value ($000) $13 Shares 521 Est. Cost $19.19 Unrealized
AMG AFFILIATED MANAGERS GROUP 0.0%
Value ($000) $12 Shares 75 Est. Cost $193.15 Unrealized -30.1%
NI NISOURCE INC 0.0%
Value ($000) $12 Shares 521 Est. Cost $12.01 Unrealized +30.4%
ALLIANCE NATIONAL MUNI INC 0.0%
Value ($000) $12 Shares 804 Est. Cost $13.62 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 378 Est. Cost $30.54 Unrealized
ISHARES MSCI JAPAN INDEX FD 0.0%
Value ($000) $11 Shares 979 Est. Cost $13.28 Unrealized
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $10 Shares 93 Est. Cost $107.41 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $10 Shares 71 Est. Cost $66.36 Unrealized +39.8%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $10 Shares 165 Est. Cost $74.19 Unrealized -31.9%
F FORD MOTOR CO 0.0%
Value ($000) $9 Shares 671 Est. Cost $8.71 Unrealized -14.5%
PSX PHILLIPS 66 0.0%
Value ($000) $9 Shares 100 Est. Cost $49.25 Unrealized +13.8%
NABORS INDUSTRIES LTD 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $17.00 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $9 Shares 616 Est. Cost $5.52 Unrealized -2.8%
FIRST NIAGARA FINANCIAL GRP 0.0%
Value ($000) $8 Shares 800 Est. Cost $10.00 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $39.00 Unrealized
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $8 Shares 120 Est. Cost $63.88 Unrealized -13.3%
Z ZILLOW INC CLASS C (NON-VOTING) 0.0%
Value ($000) $8 Shares 350 Est. Cost $26.10 Unrealized -19.9%
TGT TARGET CORP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $42.63 Unrealized +32.3%
UAA UNDER ARMOUR INC-CLASS A 0.0%
Value ($000) $8 Shares 100 Est. Cost $39.45 Unrealized 0.0%
NUVEEN QUALITY INCOME MUNI FUND INC 0.0%
Value ($000) $8 Shares 510 Est. Cost $13.73 Unrealized
QLTA ISHARES AAA - A RATED CORP 0.0%
Value ($000) $7 Shares 135 Est. Cost $51.85 Unrealized
CMG CHIPOTLE MEXICAN GILL, INC. 0.0%
Value ($000) $7 Shares 15 Est. Cost $10.17 Unrealized -6.5%
WB WEIBO CORP-SPON ADR 0.0%
Value ($000) $7 Shares 400 Est. Cost $20.00 Unrealized
APACHE CORP 0.0%
Value ($000) $7 Shares 144 Est. Cost $81.16 Unrealized
VOD VODAFONE GROUP PLC-SP ADR 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $6 Shares 85 Est. Cost $20.35 Unrealized -10.0%
RUN SUNRUN INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $7.19 Unrealized 0.0%
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $20.00 Unrealized
LEG LEGGETT & PLATT, INC 0.0%
Value ($000) $6 Shares 116 Est. Cost $46.72 Unrealized -7.2%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $35.31 Unrealized 0.0%
STERICYCLE INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $128.21 Unrealized
RYAM RAYONIER ADVANCED MATERIALS INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $35.09 Unrealized -77.5%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $5 Shares 23 Est. Cost $144.57 Unrealized +14.3%
MAR MARRIOTT INTERNATIONAL INC CLASS A NEW 0.0%
Value ($000) $5 Shares 73 Est. Cost $65.63 Unrealized -9.3%
ARE ALEXANDRIA REAL ESTATE EQUITIES, INC 0.0%
Value ($000) $5 Shares 52 Est. Cost $56.46 Unrealized +1.5%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $4 Shares 175 Est. Cost $33.04 Unrealized -32.6%
SEATTLE GENETICS, INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.00 Unrealized
SJNK SPDR BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $4 Shares 241 Est. Cost $8.12 Unrealized -4.3%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $4 Shares 43 Est. Cost $73.98 Unrealized -1.0%
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $3 Shares 68 Est. Cost $29.41 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $3 Shares 51 Est. Cost $46.85 Unrealized -20.2%
TDS TELEPHONE & DATA SYSTEMS NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.38 Unrealized -0.6%
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $2 Shares 441 Est. Cost $4.54 Unrealized
IPATH US TREASURY LONG BOND BEAR 0.0%
Value ($000) $2 Shares 150 Est. Cost $20.00 Unrealized
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
O REALTY INCOME CORPORATION 0.0%
Value ($000) $2 Shares 38 Est. Cost $27.79 Unrealized +26.1%
CENTURYTEL INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
COMMUNICATIONS SALES & LEASING INC. 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
CC CHEMOURS COMPANY 0.0%
Value ($000) $1 Shares 108 Est. Cost $7.40 Unrealized -50.8%
RANDGOLD RESOURCES LTD-ADR 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
TBT PROSHARES ULTRASHORT 20+Y TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.67 Unrealized
ELEMENTS ROGERS AGRI TOT RET0.00% DUE 10/24/22 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
GABELLI EQUITY TRUST INC. 0.0%
Value ($000) $1 Shares 264 Est. Cost $7.58 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.74 Unrealized -8.0%
GABELLI HEALHCARE & WELLNESS 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
WINDSTREAM HOLDINGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $10.66 Unrealized -19.6%